Financial Counselor (FT) - Reidsville, GA

Optim Healthcare•Reidsville, GA

About The Position

The Financial Counselor provides face-to-face financial counseling, particularly for uninsured and under-insured patients, and helps connect patients with other available resources. The role reviews billing to determine patient responsibility and collects payment before services are performed. It also follows up with patients scheduled for surgery to resolve financial responsibility before services are rendered, prepares and communicates surgical estimates, and supports related patient and clinical-team requests.

Responsibilities

  • Provide face-to-face financial counseling, notably for uninsured and under-insured patients.
  • Connect patients with other resources that may be available.
  • Analyze billing to determine patient responsibility and collect payment before services are performed.
  • Provide optimum customer service.
  • Follow up with uninsured and under-insured patients scheduled for surgery to resolve financial responsibility before services are rendered.
  • Pull and work the surgical report from Athena daily.
  • Update patient and insurance information in Athena as needed, contacting the patient, insurance company, or appropriate Optim representative; use OH accounts to obtain updated insurance information and update OO accounts with updated insurance packages.
  • Enter surgery order information into Rivet for estimate completion; use the Athena fee schedule if the allowable amount is not in Rivet.
  • Email and text patients their surgical estimate cost forms.
  • Upload estimates into patient charts.
  • Add surgery prepayment plans in Athena.
  • Contact patients to collect surgical deposits.
  • Complete Good Faith Estimates (GFEs).
  • Complete email requests from clinical staff for surgical estimates and costs.
  • Answer all incoming calls.
  • Assist with surgical appointments as needed.
  • Obtain signatures for non-covered service waivers and ABNs, and collect costs before service.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service